Stratford Consulting’s ExxonMobil XOM Stock Holding History

Stratford Consulting’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,131	Closed	-$258K	–	54
2017 Q1	$258K	Buy	3,131 +6	+0.2%	+$501	0.1%	47
2016 Q4	$281K	Buy	3,125 +5	+0.2%	+$437	0.12%	44
2016 Q3	$272K	Buy	3,120 +571	+22%	+$50.7K	0.12%	42
2016 Q2	$239K	Sell	2,549 -1,066	-29%	-$94.3K	0.11%	46
2016 Q1	$302K	Buy	3,615 +13	+0.4%	+$1.04K	0.14%	43
2015 Q4	$281K	Buy	3,602 +15	+0.4%	+$1.2K	0.15%	47
2015 Q3	$267K	Buy	3,587 +1,066	+42%	+$82.1K	0.14%	46
2015 Q2	$210K	Buy	2,521 +7	+0.3%	+$602	0.11%	50
2015 Q1	$214K	Buy	2,514 +7	+0.3%	+$621	0.11%	49
2014 Q4	$232K	Buy	2,507 +8	+0.3%	+$746	0.12%	49
2014 Q3	$235K	Buy	2,499 +4	+0.2%	+$398	0.13%	49
2014 Q2	$251K	Buy	2,495 +6	+0.2%	+$605	0.13%	50
2014 Q1	$243K	Buy	2,489 +5	+0.2%	+$477	0.13%	48
2013 Q4	$251K	Buy	+2,484	New	+$230K	0.14%	46
2013 Q3	–	Sell	-2,225	Closed	-$201K	–	55
2013 Q2	$201K	Buy	+2,225	New	+$200K	0.12%	48

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Stratford Consulting's XOM Position: Q2 2017 in Review

Stratford Consulting sold out of ExxonMobil (XOM) in Q2 2017, closing a stake of 3,131 shares — an estimated $258K sold.

Stratford Consulting first reported a position in XOM in Q2 2013 and held it in 15 quarters. The position peaked at $302K in Q1 2016. 2,212 funds tracked by Wall St. Rank hold XOM as of Q2 2017.

Stratford Consulting reported no remaining ExxonMobil position as of Q2 2017 after selling out during the quarter.
Stratford Consulting sold 3,131 ExxonMobil shares in Q2 2017, an estimated $258K.
Stratford Consulting first reported a position in ExxonMobil in Q2 2013 and held it in 15 quarters.
Stratford Consulting's ExxonMobil position peaked at $302K in Q1 2016.
2,212 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2017.

Based on Stratford Consulting's 13F filing for Q2 2017, filed 27 Jul 2017.